Retirement Resource Center, LLC.
Senior Private Asset Portfolio Manager
Retirement Resource Center, LLC., Stamford, Connecticut, United States, 06925
A financial services firm in Connecticut is seeking a Portfolio Manager to serve high-net-worth clients by overseeing investment portfolios and delivering personalized advice. The role demands strong market knowledge, client-facing confidence, and the capability to manage portfolios aligning with complex financial objectives. Responsibilities include building investment portfolios, recommending adjustments, and ensuring compliance with regulatory standards. Candidates should have at least 5 years of experience in wealth management.
#J-18808-Ljbffr